Posted by admin on May 17th, 2008
Active extension strategies, which are relatively new to institutional investors, are already in use or are under consideration by more than half of public defined contribution plans and one-third of corporate plans, based on responses to a new research study. The research was sponsored by RiverSource Investments, LLC, a subsidiary of Ameriprise Financial, Inc., (NYSE: [...]
Posted by admin on March 13th, 2008
NEW YORK (Money) — Question: I have a continuing debate with a classmate of mine regarding why a financial adviser does not include calculations/spreadsheets when determining asset allocation. My classmate claims it is trade secrets. I claim that the adviser doesn’t know how to do/explain the calculations and blindly plugs the client’s financial information in [...]
Posted by admin on January 16th, 2008
Portfolios earn Top Guns? ranking from Informa Investment Solutions.
The Golub Group, a San Mateo-based investment management firm for high net-worth individuals and institutional clients, today rolled out a new separately managed account program for financial planning and wealth management firms and their clients.
The Golub Group SMA Program is available to advisors through the Schwab Institutional [...]
